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LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$29.33
Change-$0.18 (-0.61%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
LVAEX vs RMFEX Comparison Chart
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LVAEX vs. RMFEX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVAEX is a StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. LVAEX (1.42B). RMFEX pays higher dividends than LVAEX: RMFEX (1.95) vs LVAEX (1.78). LVAEX was incepted earlier than RMFEX: LVAEX (10 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LVAEX (10.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). LVAEX annual gain was more profitable for investors over the last year : 23.04 vs. RMFEX (21.67). RMFEX return over 5 years is better than : 47.96 vs. LVAEX (16.13).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | 17.981 | 16.733 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 104B | 1% |
| Annual Yield % from dividends | 1.78 | 1.95 | 91% |
| Returns for 1 year | 23.04 | 21.67 | 106% |
| Returns for 3 years | -4.95 | 16.52 | -30% |
| Returns for 5 years | 16.13 | 47.96 | 34% |
| Returns for 10 years | 47.16 | 71.19 | 66% |